In 2009, I joined V2 after having established a successful recruiting career for a New York City based investment bank. Early in my tenure at V2, I quickly recognized an unanticipated challenge: finding top-notch talent who possessed agile project management skills, strong business acumen and Salesforce.com experience to join our technology-focused agency. Simply put, traditional means of recruiting were not providing sufficient results Continue reading V2′s Recruiting Special Sauce: Dare to Invest Heavily Up Front…
Email: A Lonely Medium for Communication
When Your Personal and Business Social Personas Collide
Social media in the enterprise is here to stay, so how can you express your personal voice while remaining professional?
With Salesforce.com’s launch of Chatter back in 2009 and its more recent “Social Enterprise” re-branding, the concept of a “Social Enterprise” has been steadily gaining momentum. I have no doubt that social media will continue to play an increasingly important and valuable role at the office. Continue reading When Your Personal and Business Social Personas Collide…
Upping the Game: Unlocking Business Benefits Through Ticketing System Integration with Salesforce.com
Through interactions with a number of sports franchise prospects and clients over the past few years, it dawned on us that many of these organizations rely largely on ticketing platforms to manage their “fan experience”. More surprising, however, is how many of these organizations have seemingly accepted the notion of being boxed in by the limitations of their legacy ticketing platforms, unable to effectively extend beyond the standard sets of features and functionality which have remained largely unchanged for years. Continue reading Upping the Game: Unlocking Business Benefits…
CRM – It’s a Journey, NOT Just a Project: Insights 7 & 8
Good Afternoon! I trust you have digested last week’s posts and are ready to wrap up with the final two insights today.
Insight 7: Don’t Underestimate the Influence of Middle Management
A lot of focus on CRM success over the years has been placed on “executive sponsorship”. I don’t disagree that it can be extremely valuable to have a person with a “CXO” title espousing the benefits of CRM within an organization, however, when it comes to CRM success I believe strongly that middle management is where it is at. Think “Manager”, “Director” and even “VP” as critical titles. In all sincerity, if your regional sales managers rely on note cards and weekly verbal check-ins to manage relationships and pipelines and have no intention of holding their direct reports accountable, then don’t waste your money on buying a CRM. Wait until they leave your organization and then reevaluate your options. Continue reading CRM – It’s a Journey, NOT Just a Project: Insights 7 & 8…
CRM – It’s a Journey, NOT Just a Project: Insights 5 & 6
Hopefully by now, you have gained some valuable insight around starting the CRM journey at your company. I am excited to share our firm’s knowledge and experiences with you, but I realize it may be a lot to digest at one time. I encourage you to leave comments in response to this or other posts in the “CRM – It’s a Journey, NOT Just a Project” series. OK, let’s move on to my fifth insight…
Insight 5: Beware of Self-Implementations, Quick Start Programs, and New Hire Gurus
I’d like to make an analogy. Let’s say you decided to buy a new high-quality suit that you anticipate lasting through a few years of frequent use. You make a trip over to Barneys to spend $1500 on your new threads. It looks great, however, you need to get it tailored. You decide that because you have splurged on a high-quality suite you will save some money by having your local dry cleaner make the adjustments. Your suit comes back a couple weeks later and they have butchered (no pun intended) your expensive buy. Continue reading CRM – It’s a Journey, NOT Just a Project: Insights 5 & 6…
CRM – It’s a Journey, NOT Just a Project: Insights 3 & 4
Good morning! Today’s two insights focus on some key discussions you should have when kicking off your CRM project. The topics include “Carefully Balance Out Company vs. End User Benefits” and “Whiteboard Out Key Processes”.
Insight 3: Carefully Balance Out Company vs. End User Benefits
My firm is often asked to engage with prospective clients who are feeling the effects of a failed or under-performing CRM deployment. Interestingly, I would argue that with a MAJORITY of CRM deployments where the value of the investment is being challenged, you will find an imbalance between benefits for the company vs. benefits for the end users. Continue reading CRM – It’s a Journey, NOT Just a Project: Insights 3 & 4…
CRM – It’s a Journey, NOT Just a Project: Insights 1 & 2
Welcome back! As promised, I will take you through my first two insights including “Evaluate Intelligently” and “Establish Strategic and Tactical Goals BEFORE Discussing Features & Functionality”.
Insight 1: Evaluate Intelligently
My firm is a well-established Salesforce.com partner and I admire the fact that Salesforce allows prospective clients to sign up for a 30-day trial. The trial concept shows that Salesforce.com is confident (as it should be) that it’s product is best-in-class and that after you give it a try you will elect to convert into a paying customer. Continue reading CRM – It’s a Journey, NOT Just a Project: Insights 1 & 2…
CRM – It’s a Journey, NOT Just a Project
A few months ago my colleagues and I huddled in our “Zen” creative room (complete with an Apple Think Different poster of Pablo Picasso) and decided that it was time to finally launch the long-awaited and highly anticipated “V2 Blog”. Prior to that meeting, we had been talking for months (OK, maybe a couple years) about the value of engaging in conversation with prospects, clients, partners and the general business community via a blog. Continue reading CRM – It’s a Journey, NOT Just a Project…



